Misión
Always-On Outbound Customer Engagement
7 Módulos
7 Retos
5 horas 55 minutos
Learn how easy it is to enable Next-Best-Action decisions for always-on customer engagement using Next-Best-Action Designer. Reduce design time while achieving your business goals by automatically creating strategies that adhere to best practices. This course provides a functional understanding of how Next-Best-Action Designer works and how to use it for outbound customer engagement.
Disponible en la siguiente misión:
Essentials of always-on outbound
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Módulo
Essentials of always-on outbound
3 Temas
30 minutos
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Learn about the principles of always-on outbound customer engagement and its similarities and differences with traditional outbound marketing. Gain an...
Sending offer emails
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Módulo
Sending offer emails
1 Tema
20 minutos
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Learn how to send offer emails to qualified customers. Reuse existing actions and customer engagement policies configured in Next-Best-Action Designer...
Sending offer emails
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Reto
Sending offer emails
5 Tareas
20 minutos
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U+ Bank has recently implemented a project in which credit card offers are presented to qualified customers when they log in to the web self-service...
Defining the starting population
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Módulo
Defining the starting population
2 Temas
25 minutos
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The starting population is the potential list of customers you want the brain to consider for always-on outbound customer engagement. Learn how to...
Defining the starting population
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Reto
Defining the starting population
3 Tareas
10 minutos
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U+ Bank, a retail bank, wants to use the always-on outbound approach to send promotional emails to qualified customers. For the starting population of...
Defining an action for outbound
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Módulo
Defining an action for outbound
2 Temas
30 minutos
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A Next-Best-Action is selected by the brain after it considers customer engagement policies, business objectives and recommendations from the AI. An...
Creating an internal email treatment designed in Pega Customer Decision Hub
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Reto
Creating an internal email treatment designed in Pega Customer Decision Hub
3 Tareas
15 minutos
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U+ Bank's marketing department wants to promote their Rewards credit card through email. They want to send the email to qualified customers in an...
Sending emails for multiple actions in outbound
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Reto
Sending emails for multiple actions in outbound
4 Tareas
20 minutos
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After their recent success promoting a credit card offer in email, U+ Bank's marketing department wants to promote multiple credit card offers by...
Avoiding overexposure of actions in outbound
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Módulo
Avoiding overexposure of actions in outbound
2 Temas
25 minutos
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Contacting a customer too frequently can have a negative impact on the customer's attitude toward further actions by your company. Learn how to define...
Avoiding overexposure of actions in outbound
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Reto
Avoiding overexposure of actions in outbound
5 Tareas
15 minutos
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U+ Bank, a retail bank, currently sends credit card-related promotional emails to qualified customers.
Now, the business wants to prevent...
Limiting action volume on outbound
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Módulo
Limiting action volume on outbound
2 Temas
30 minutos
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In outbound customer engagement, you need to cater to different kinds of operational limitations. These may include limits on the number of email...
Configuring volume constraints
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Reto
Configuring volume constraints
4 Tareas
10 minutos
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U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers. The bank now wants to apply some...
Sharing action details with third-party distributors
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Módulo
Sharing action details with third-party distributors
2 Temas
30 minutos
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Sending outbound communications via email and SMS has its challenges, including various operational, security and legal requirements. Sometimes, it’s...
Sharing action details with a third-party email service provider
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Reto
Sharing action details with a third-party email service provider
4 Tareas
15 minutos
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U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers.
However, to comply with the...
